Navigator - ME More War to seize Gulf
The failure of the Peace Talks means there will be more military action. It is unlikely that the US can afford to return the massive scale of war promised us before. Economically and politically, that is too costly.
Instead, we shall see military action focussed against IRGC assets used to implement control over the Gulf and generate oil revenue (Qeshm, Larak & Kharg Islands plus Iranian shipping). But that will be quite enough to put Brent in the US$ 110 -130/bbl range and knock the markets off their optimistic perch. The Wealth Preservation Portfolio is invested for this outcome. It appears at the end.
Loading Document...
Comments
No Comments Yet